+8.4%
PBH vs VT
+224.5%
-216.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.7% |
| 30D | -1.4% | +1.0% | -2.3% | -2.0% |
| 3M | +15.0% | +2.4% | +12.6% | +12.7% |
| 6M | -24.3% | +12.0% | -36.3% | -30.3% |
| YTD | -15.3% | +15.3% | -30.6% | -23.6% |
| 1Y | -21.7% | +22.6% | -44.3% | -32.3% |
| 3Y | -10.5% | +74.7% | -85.1% | -39.8% |
| 5Y | -9.1% | +66.1% | -75.3% | -37.3% |
| All | +8.4% | +224.5% | -216.1% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling